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Description
CRM Customer Lifecycle Management CRM, From cold prospects to happy customers for life. All customer information and activities in one place. With powerful automation and easy-to-customize sales processes, you can sell smarter and close more deals faster. Boost your ROI by launching effective marketing campaigns, finding more customers interested in your products, and increasing your customer base. Agents can deliver a delightful customer experience and create long-lasting relationships with customers by giving them 360-degree views. Track products and services, create custom invoices and send them easily, manage discounts, track payments, and grow your business. From cold prospects to loyal customers over time to brand advocates and beyond. All customer information and activities can be managed from one place. One platform allows you to manage sales, marketing, customer services, and billing. You can get a 360-degree view of your customers and avoid duplicate data entry.
Description
Mortgage professionals aiming to enhance their lead management and conversion capabilities can benefit from MLO Shift, which operates on ActiveCampaign, a premier CRM and marketing automation platform utilized by more than 50,000 companies. Each account offers a generous allowance of 2,500 contacts and supports up to 25 users. By joining MLO Shift, you gain access to an extensive library of straightforward video courses designed to help you quickly leverage your investment and maximize your results. Create personalized landing pages effortlessly by either customizing an existing template or building one from scratch; these pages are designed to be fast, easily editable, and mobile-responsive, enabling you to execute campaigns and boost lead conversion effectively. With the ability to automatically consolidate all your leads into a single system, you can follow up instantly via email, text, and Slybroadcast voicemails, allowing you to dedicate more time to managing your business operations. Additionally, MLO Shift ensures that you can systematically track and follow up on your referrals, so you never lose sight of a lead and avoid the risk of them choosing a competitor. This comprehensive system empowers mortgage professionals to streamline their processes and significantly improve their overall efficiency.
API Access
Has API
API Access
Has API
Integrations
Gmail
Box
Bucksense
Google Calendar
Google Contacts
Google Drive
Google Workspace
HubSpot Operations Hub
Microsoft 365
Microsoft Outlook
Integrations
Gmail
Box
Bucksense
Google Calendar
Google Contacts
Google Drive
Google Workspace
HubSpot Operations Hub
Microsoft 365
Microsoft Outlook
Pricing Details
$11.00/month/user
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ConvergeHub
Founded
2013
Country
United States
Website
www.convergehub.com
Vendor Details
Company Name
MLO Shift
Founded
2016
Country
United States
Website
www.mloshift.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management